[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-detail-173834-en":3,"doc-seo-173834-105":30,"detail-sidebar-cat-1-en-105":91},{"code":4,"msg":5,"data":6},0,"success",{"doc_id":7,"user_id":8,"nickname":9,"user_avatar":10,"doc_module":11,"category_id":12,"category_name":13,"doc_title":14,"doc_description":15,"doc_content":16,"file_id":17,"file_url":18,"file_type":19,"file_size":20,"view_count":4,"is_deleted":4,"is_public":11,"is_downloadable":11,"audit_status":11,"page_count":21,"language":22,"language_code":23,"site_id":24,"html_lang":23,"table_of_contents":25,"faqs":26,"seo_title":27,"seo_description":15,"update_tm":28,"read_time":29},173834,137451211410,"\tCallum ","https://ap-avatar.wpscdn.com/avatar/2000bb0a9246f588df?x-image-process=image/resize,m_fixed,w_180,h_180&k=1786362646172706240",1,18,"Letters","Investment Policy Statement - Sample","Investment Policy Statement (IPS) establishes governing guidelines for the investable assets, or Portfolio, of a nonprofit organization. It defines the purpose, scope for the Investment Committee and appointed consultants/managers, and outlines portfolio investment objectives with priority ordering and placeholders for organization-specific constraints. The IPS specifies responsibilities, applies the Prudent Investor Rule and core fiduciary duties, describes conflict-of-interest expectations, and presents an asset allocation framework covering strategic and tactical allocation, constraints, rebalancing triggers, and asset class definitions with eligibility, exclusions, benchmarks, and monitoring principles.","CLIENT NAME\nPORTFOLIO NAME\nInvestment Policy Statement\nNote: This sample investment policy statement provides a basic structure for a nonprofit organization’s investment guidelines. Please consult with an investment advisor to tailor it to your organizational needs.\nPurpose\nThe purpose of this Investment Policy Statement (IPS) is to establish guidelines for the investable assets (the Portfolio) of \u003C\u003CCLIENT NAME>>.  This document shall apply to the Investment Committee as well as all Investment Consultants and/or Investment Managers hired to assist with the management of the Portfolio.\nInvestment Objectives & Constraints\nThe objectives of the Portfolio are listed below, in descending order of priority:\nThe Portfolio is also subject to the following constraints: \u003C\u003CINSERT DESCRIPTION>>\nDescription of Responsibilities\nThe responsibilities of each party involved in managing the portfolio are defined below:\nInvestment Committee:  \u003C\u003CINSERT DESCRIPTION>>\nInvestment Consultant: \u003C\u003CINSERT DESCRIPTION>>\nInvestment Manager: \u003C\u003CINSERT DESCRIPTION>>\nFiduciary Duty\nIn seeking to attain the investment objectives set forth in the IPS, the Prudent Investor Rule shall apply, which states that the Investment Committee is under a duty to \u003C\u003CCLIENT NAME>> to invest and manage the Portfolio as a prudent investor would, as described below:\nThe exercise of reasonable care, skill, and caution that is applied to investments not in isolation but in the context of the Portfolio and as part of an overall investment strategy, which should incorporate risk and return objectives reasonably suited to the Portfolio\nIn making and implementing investment decisions, the Investment Committee has a duty to diversify the Portfolio unless, under the circumstances, it is prudent not to do so\nIn addition, the Investment Committee must:\nConform to fundamental fiduciary duties of loyalty and impartiality\nAct with prudence in deciding whether and how to delegate authority and in the selection and supervision of agents (i.e. Investment Consultants and/or Investment Managers)\nIncur only costs that are reasonable in amount and appropriate to the management of the Portfolio\nThe Prudent Investor Rule is based on the following five basic principles:\nSound diversification is fundamental to risk management and is therefore ordinarily required of the Investment Committee\nRisk and return are so directly related that the Investment Committee has a duty to analyze and make conscious decisions concerning the levels of risk appropriate to the purposes, distribution requirements, and other circumstances of the Portfolio\nThe Investment Committee has a duty to avoid fees, transaction costs, and other expenses that are not justified by needs and realistic objectives of the Portfolio\nThe fiduciary duty of impartiality requires a balancing of the elements of return between production of income and the protection of purchasing power\nThe Investment Committee may have a duty as well as having the authority to delegate as prudent investors would\nConflicts of Interest\nAny person or organization involved in the oversight or management of the Portfolio (a Covered Party) should adhere to the following guidelines regarding conflicts of interest:\nInvestment Philosophy\nThe basic tenets upon which the IPS is based include the following: \u003C\u003CINSERT DESCRIPTION>>\nAsset Allocation Guidelines\nThe Portfolio’s asset allocation strategy, including permissible asset classes and applicable guidelines, is described below.\nStrategic Asset Allocation:  Long-term asset allocation based on expected returns, volatility, and the client’s unique risk tolerance and/or investment objectives.  It is expected that changes in the client’s risk tolerance and/or investment objectives will be the primary driver of changes to the Strategic Asset Allocation.  The Investment Consultant will recommend changes to the Strategic Asset Allocation as part of its annual review of the IPS.\nTactical Asset Allocation:  A tool of active management","cbCaib1YqJABPLus","https://ap.wps.com/l/cbCaib1YqJABPLus","doc",92672,5,"English","en",105,"# Purpose\n# Investment Objectives & Constraints\n# Description of Responsibilities\n# Fiduciary Duty\n# Conflicts of Interest\n# Investment Philosophy\n# Asset Allocation Guidelines\n## Strategic Asset Allocation\n## Tactical Asset Allocation\n## Asset Class Constraints\n## Rebalancing\n# Asset Class Definitions\n# General Guidelines","[{\"question\":\"What is the purpose and scope of the Investment Policy Statement (IPS)?\",\"answer\":\"The IPS sets guidelines for the organization’s investable assets (the Portfolio) and applies to the Investment Committee and any hired Investment Consultants and/or Investment Managers supporting Portfolio management.\"},{\"question\":\"Which responsibilities and parties are covered by the IPS?\",\"answer\":\"The IPS defines responsibilities for the Investment Committee, the Investment Consultant, and the Investment Manager, with placeholders for organization-specific descriptions of each party’s role.\"},{\"question\":\"How does the IPS address fiduciary duty and diversification?\",\"answer\":\"It applies the Prudent Investor Rule, requiring prudent, risk-aware management, duty of loyalty and impartiality, and a duty to diversify unless circumstances make diversification imprudent.\"}]","Investment Policy Statement - Sample | DOC",1788307833,2,{"code":4,"msg":31,"data":32},"ok",{"site_id":24,"language":23,"slug":33,"title":14,"keywords":34,"description":15,"schema_data":35,"social_meta":86,"head_meta":88,"extra_data":90,"updated_unix":28},"investment-policy-statement-sample","",{"@graph":36,"@context":85},[37,53,68],{"@type":38,"itemListElement":39},"BreadcrumbList",[40,44,47,50],{"item":41,"name":42,"@type":43,"position":11},"https://docshare.wps.com","Home","ListItem",{"item":45,"name":46,"@type":43,"position":29},"https://docshare.wps.com/template/","Template",{"item":48,"name":13,"@type":43,"position":49},"https://docshare.wps.com/template/letters/",3,{"item":51,"name":14,"@type":43,"position":52},"https://docshare.wps.com/template/investment-policy-statement-sample/173834/",4,{"url":51,"name":14,"@type":54,"author":55,"headline":14,"publisher":57,"fileFormat":60,"inLanguage":23,"description":15,"dateModified":61,"datePublished":62,"encodingFormat":60,"isAccessibleForFree":63,"interactionStatistic":64},"DigitalDocument",{"name":9,"@type":56},"Person",{"url":41,"name":58,"@type":59},"DocShare","Organization","application/octet-stream","2026-09-03","2026-09-02",true,{"@type":65,"interactionType":66,"userInteractionCount":11},"InteractionCounter",{"@type":67},"ViewAction",{"@type":69,"mainEntity":70},"FAQPage",[71,77,81],{"name":72,"@type":73,"acceptedAnswer":74},"What is the purpose and scope of the Investment Policy Statement (IPS)?","Question",{"text":75,"@type":76},"The IPS sets guidelines for the organization’s investable assets (the Portfolio) and applies to the Investment Committee and any hired Investment Consultants and/or Investment Managers supporting Portfolio management.","Answer",{"name":78,"@type":73,"acceptedAnswer":79},"Which responsibilities and parties are covered by the IPS?",{"text":80,"@type":76},"The IPS defines responsibilities for the Investment Committee, the Investment Consultant, and the Investment Manager, with placeholders for organization-specific descriptions of each party’s role.",{"name":82,"@type":73,"acceptedAnswer":83},"How does the IPS address fiduciary duty and diversification?",{"text":84,"@type":76},"It applies the Prudent Investor Rule, requiring prudent, risk-aware management, duty of loyalty and impartiality, and a duty to diversify unless circumstances make diversification imprudent.","https://schema.org",{"og:url":51,"og:type":87,"og:title":14,"og:site_name":58,"og:description":15},"article",{"robots":89,"canonical":51},"index,follow",{"doc_id":7,"site_id":24},{"code":4,"msg":5,"data":92},[93,98,103,108,113,118,123,126,130],{"id":94,"doc_module":11,"doc_module_name":46,"category_name":95,"show_sort_weight":96,"slug":97},11,"Presentations",90,"presentations",{"id":99,"doc_module":11,"doc_module_name":46,"category_name":100,"show_sort_weight":101,"slug":102},12,"Resumes",80,"resumes",{"id":104,"doc_module":11,"doc_module_name":46,"category_name":105,"show_sort_weight":106,"slug":107},14,"Invoices",70,"invoices",{"id":109,"doc_module":11,"doc_module_name":46,"category_name":110,"show_sort_weight":111,"slug":112},15,"Posters",60,"posters",{"id":114,"doc_module":11,"doc_module_name":46,"category_name":115,"show_sort_weight":116,"slug":117},16,"Social Media",50,"social-media",{"id":119,"doc_module":11,"doc_module_name":46,"category_name":120,"show_sort_weight":121,"slug":122},17,"Forms",40,"forms",{"id":12,"doc_module":11,"doc_module_name":46,"category_name":13,"show_sort_weight":124,"slug":125},30,"letters",{"id":127,"doc_module":11,"doc_module_name":46,"category_name":128,"show_sort_weight":21,"slug":129},21,"Paper Templates","papers-templates",{"id":131,"doc_module":11,"doc_module_name":46,"category_name":132,"show_sort_weight":4,"slug":133},158,"General","general-158"]